CRUS Earnings Prediction
The chart below shows how CRUS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CRUS sees a +1.86% change in stock price 10 days leading up to the earnings, and a +8.82% change 10 days following the report. On the earnings day itself, the stock moves by +0.84%. This data can give you a slight idea of what to expect for the next quarter's release.
CRUS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
555.74M
-10.22%
2.56%
Gross Margin
53.58%
4.46%
2.74%
Operating Margin
26.23%
-2.89%
7.81%
Net Margin
20.87%
-6.87%
10.72%
EPS
2.11
-15.60%
15.30%
No Data Available
CRUS Earnings Analysis
Cirrus Logic Inc Corporation (CRUS.O) Earnings Conference Call
Positive
Earnings Per Share Beat: Cirrus Logic reported EPS of $2.51, exceeding expectations of $2.36.
Strong Smartphone Demand: Revenue for Q3 FY'25 was $555.7 million, surpassing the top end of guidance due to strong smartphone demand.
Gross Profit and Margin Increase: Non-GAAP gross profit reached $298.1 million, with a gross margin of 53.6%, reflecting a 140 basis point sequential increase.
Cash Flow Performance: Cash flow from operations was $218.6 million in the December quarter, contributing to a non-GAAP free cash flow margin of approximately 38%.
Share Repurchase Strategy: $70 million was utilized for share repurchases, with approximately 679,000 shares bought back at an average price of $103, indicating strong capital return strategy.
Negative
Revenue Decline Analysis: Revenue decreased by 10% year-over-year, primarily due to lower smartphone unit volumes.
Operating Expenses Increase: Operating expenses increased by $3.6 million year-over-year, largely driven by higher employee-related expenses.
Inventory Increase Concerns: Inventory rose to $275.6 million, up from $271.8 million in Q2 FY '25, indicating potential overstock issues.
Q4 Revenue Decline Projection: Guidance for Q4 FY '25 revenue is projected to decline to a range of $350 million to $410 million, significantly lower than Q3 FY '25 results.
Profitability Pressure Despite Revenue: Non-GAAP operating income margin decreased to 30.4%, reflecting pressures on profitability despite higher revenue.
CRUS FAQs
How does CRUS typically perform around its earnings report dates?
Is Cirrus Logic Inc (CRUS) Q3 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
CRUS Earning Call Sentiment
Cirrus Logic, Inc. (NASDAQ:CRUS) Q3 2025 Earnings Call Transcript
CRUS.O
-2%Positive
The earnings call reveals a mixed outlook. Financial performance shows a 10% revenue decline, but gross margins improved, and cash flow is strong. Product development is progressing, with new technologies and market expansion efforts. However, the Q&A reveals uncertainties, especially around future growth and market opportunities. The guidance is stable, but there's no significant positive catalyst. Share repurchases are ongoing, providing some support. Overall, the sentiment is neutral, reflecting balanced positive and negative aspects without strong drivers for a significant stock price movement.
